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JPMorgan Equity Income I HLIEX Fund Analysis

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Morningstar’s Analysis HLIEX

Will HLIEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A closed strategy with considerable appeal.

Analyst Paul Ruppe

Paul Ruppe



JPMorgan Equity Income has talented leadership and a well-tested approach that earn the strategy a Morningstar Analyst Rating of Gold for all but its most expensive share class, which gets Silver.

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